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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,681 | $162,136-47.2% | $152,301-43.7% | $154,746-44.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 11.91% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,419 | $4,890-50.5% | $4,624-47.7% | $4,379-44.8% |
| Participant deferral / active EE | $2,550 | $8,341-69.4% | $8,004-68.1% | $6,730-62.1% |
| Admin fee / account holder | $3,226 | $15,759-79.5% | $14,398-77.6% | $14,365-77.5% |